Tutorial
...
QuickBooks Integration
Quickbooks Connector - Fields Mapping
5 min
effective field mapping is a critical component of the quickbooks integration, ensuring accurate data synchronization between nue and quickbooks properly configured mappings enable seamless communication between the two systems, preserving data integrity and reducing manual errors in financial records, invoicing, and accounting statuses this article outlines the standard field mappings between nue and quickbooks and explores how custom field mappings can be used to meet unique business requirements standard fields mapping this section provides the details of the standard fields mapping between nue and quickbooks customer in nue, customers are represented as the customer object, while in salesforce, they are represented as the account object these are synchronized to the customer object in quickbooks customer sync field nue field quickbooks field name name companyname id id externalid customer email email email customer since customersince startdate description description comments phone phone phone product in nue/salesforce, customers are represented as the product object these are synchronized to the item object in quickbooks product sync field nue field quickbooks field id id externalid sku sku itemid name name displayname description description salesdescription invoice / credit memo in nue, invoices and credit memos are represented as the invoice and credit memo object respectively these are synchronized to the transaction object in quickbooks with transaction type in voice and creditmemo respectively each invoice and credit memo synchronizes their corresponding invoice item detail and credit memo item detail records to quickbooks, where they are represented as transaction lines within the respective invoice and credit memo transactions sync field nue field quickbooks field invoice / creditmemofields → transaction fields name name docnumber due date duedate duedate invoice date invoicedate txndate invoiceitemdetail / creditmemoitemfields → transaction line fields start date startdate salesitemlinedetail servicedate transaction quantity transactionquantity salesitemlinedetail qty transaction amount without tax transactionamountwithouttax amount description description description product id productid salesitemlinedetail itemref value
🤔
Have a question?
Get answers fast with Nue’s intelligent AI, expert support team, and a growing community of users - all here to help you succeed.
To ask a question or participate in discussions, you'll need to authenticate first.